HI

Human Investing Portfolio holdings

AUM $635M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.01M
3
+$1.19M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.14M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$719K

Top Sells

1
+$915K
2
+$674K
3
+$623K
4
FMC icon
FMC
FMC
+$530K
5
EIG icon
Employers Holdings
EIG
+$486K

Sector Composition

1 Technology 4.42%
2 Healthcare 3.3%
3 Consumer Discretionary 2.99%
4 Consumer Staples 1.08%
5 Industrials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K 0.09%
1,251
+10
77
$351K 0.09%
1,444
-40
78
$311K 0.08%
7,454
-11,649
79
$309K 0.07%
7,356
-3,456
80
$297K 0.07%
3,745
-2,492
81
$293K 0.07%
2,808
-1,387
82
$285K 0.07%
4,715
-32
83
$281K 0.07%
7,899
-25
84
$281K 0.07%
2,720
+140
85
$279K 0.07%
+105
86
$277K 0.07%
5,677
+581
87
$272K 0.07%
4,332
-1,592
88
$272K 0.07%
1,229
-270
89
$260K 0.06%
1,418
+90
90
$257K 0.06%
7,121
91
$253K 0.06%
+1,217
92
$243K 0.06%
+7,872
93
$238K 0.06%
10,760
+724
94
$233K 0.06%
1,908
-4,336
95
$210K 0.05%
+4,190
96
$209K 0.05%
2,020
-912
97
$209K 0.05%
994
-607
98
$200K 0.05%
+3,158
99
$104K 0.03%
10,838
-2,632
100
– –
-5,391
1 2 3
4
5